Planning for Wealth

Planning for Wealth (PFW) is a fee-only investment advisory firm managing assets and providing complete financial planning services for individuals and businesses.

Founded in 1999 and based in Monroe, LA, PFW manages customized portfolios for individuals, pension and profit sharing plans and companies. Additionally, we have a branch in Vicksburg, MS that opened in 2006.

PFW is registered with the Securities and Exchange Commission and maintains notice filing with the Louisiana Securities Department and the Mississippi Securities Department.

To learn more about who we are and how we work, visit the links provided.

Commitment to Our Clients

Serving You is Our First Priority
We Will Always Treat You Fairly
Your Business is Always Confidential
You Will Be Treated With Respect
We Will Deliver Quality Work in a Timely Manner


Investing involves risk including the possible loss of principal. No guarantees of investment success can be offered or that a client's goals and objectives will be achieved. Investments will fluctuate and there will be periods where the investments may be worth less than the initial purchase value.